WCG

Wall Capital Group Portfolio holdings

AUM $88.2M
1-Year Est. Return 21.75%
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.1M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$3.94M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$810K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$393K

Top Sells

1
+$4.39M
2
+$431K
3
+$420K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$354K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$349K

Sector Composition

1 Technology 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,719
27
– –
-4,641
28
– –
-53,045
29
– –
-2,945
1
2